November is the beginning of open enrollment for public health insurance through the ACA marketplace and falls within the Medicare open enrollment period. Employer health insurance plans may have different enrollment periods. This is a great time to reflect on… Read More
Stocks Are Getting Cheaper In his 1997 letter to Berkshire Hathaway shareholders, Warren Buffet explained why declining stocks are good news for long-term investors: If you plan to eat hamburgers throughout your life and are not a cattle producer, should… Read More
Strategies for increasing your credit score can seem counterintuitive at times. In this article, we will walk through some tips and tricks to increase your credit score and also explain the method to the madness. Why is credit important? Credit… Read More
In the U.S. and much of the world, credit plays a significant part in our financial systems. Establishing and maintaining a credit score allows individuals to access financial products like mortgages or small business loans. Using a credit card responsibly… Read More
Retirement often provides our clients with the time and energy to accomplish the home remodel of their dreams. While you may already have clear visions of your paint colors and new flooring, making decisions around funding these visions may feel… Read More
The Big Picture ~ Financial Discipline and Happiness Global markets are in the midst of a bear market, with developed market stock prices down approximately 20% from the peak reached in early January. This is the 14th of these episodes… Read More
Congratulations! You are welcoming a new addition to your family. There is a lot to decide, from baby’s name to which sleep training method you will (or won’t) use. With so much going on, it’s easy to push finances to… Read More
During any market correction — we’re lumping corrections and bear markets into one category for this article — a common question is how are you managing risk in the AMM Dividend Growth Strategy? Risk management is something that happens before… Read More
Understanding the language in a healthcare plan can be confusing. As medical costs have increased in America, insurance companies are shifting the financial burden onto consumers in the form of higher deductibles, decreased coverage, and coinsurance clauses which many Americans… Read More
The Perfect Food Pizza is the perfect food. It’s a complex taste with the perfect blend of fat, sweet, and rich foods. Cheese provides the fat. Pizza sauce is sweet. And meat toppings provide the richness. Pizza’s taste complexity is… Read More
Many people do not have to worry about heirs paying taxes on their estate. This is because the federal exemption amount is currently $13.61